DundeeWealth US
Company Profile
Industry:Investment Management
Site:dundeewealthus.com
Description:DundeeWealth US offers a broad range of investment strategies to institutional investors and financial intermediaries. Our goal is to empower and support the institutional investor. We work in partnership with well-respected investment management firms located in the United States, Canada and Europe to deliver intelligently designed investment solutions through a variety of investment vehicles, including mutual funds, commingled funds and separately managed accounts. DundeeWealth US also...
Founded:2008
Company size:11-50 employees
Who has worked at DundeeWealth US
| Position at DundeeWealth US | Previous job position | |
|---|---|---|
| Adam Shoffner | Manager, Regulatory and Financial AdministrationSince Feb 2012 |
BNY Mellon Investment Servicing (US) Inc.Manager and Vice President, Regulatory Administration Sep 2008 - Feb 2012 |
| Amy Duling | Senior Vice President & Chief Compliance OfficerSince 2006 |
Constellation Funds GroupExecutive VP, Marketing & Product Management 2004 - 2006 |
| Andrew Daniels | Associate, Database AdministrationSince Oct 2011 |
Desmond HotelFront Desk Agent Sep 2009 - Sep 2010 |
| Gerri Pacor | Manager, Distribution ServicesSince Aug 2006 |
|
| John Lehning | Senior Vice PresidentSince Apr 2010 |
Ascendant Capital PartnersManaging Director Jan 2009 - Apr 2010 |
| John Leven | Director of Finance and Financial AdministrationSince Sep 2006 |
Constellation Investment ManagementCFO Dec 2004 - Apr 2006 |
| Michael Berish | VP of US Business DevelopmentSince Jan 2013 |
Dundee Wealth USRegional Account Director - US Business Development Since Jun 2010 |
| Ozgur Karakus | Senior Investment Analyst, Investment Strategy GroupSince Sep 2011 |
SEI InvestmentsInternational Equity Analyst, Investment Management Unit (IMU) Sep 2007 - Sep 2011 |
| Peter Moran | US Group Head, SVPSince 2006 |
Constellation Funds GroupPresident Jan 2005 - Mar 2006 |
| Wayne Lesage, Jr., Cfa | DirectorSince Feb 2007 |
Wellington ManagementMBA Summer Intern Jun 2008 - Aug 2008 |
Former Employees
| Position at DundeeWealth US | Next job position | |
|---|---|---|
| Ashwin Rao | Investment Strategy Co-opMar 2012 - Aug 2012 |
Hamilton LaneFund Investment Team Co-op Analyst Since Apr 2013 |
| Stephen Wellman | SVP, Chief Compliance OfficerMar 2010 - Sep 2010 |
Echo Point Investment ManagementChief Operating Officer & Chief Compliance Officer Since Sep 2010 |